Wise Wealth Podcast Mar 10 2024 - Tax Filing Update, CPP, Market Update and Knowledge Blind Spots

 Published On Mar 12, 2024

The podcast reviews some of the main factors people use when deciding when to take their Canada Pension Plan Benefits. We also discuss why you need to know how the "Dunning-Krueger Effect" can influence sound decision-making. Finally, we will provide an update on the capital market and tax updates that may affect your 2023 tax filing.

Link to Globe & Mail article on 2023 tax filing:
https://www.theglobeandmail.com/inves....

Are you within five years of retirement or already retired? Visit our website to find out how to get your complimentary retirement plan and get a second opinion on your current plan. Here's the link,
https://www.humphrieswealthgroup.com/

Welcome to our channel. Regularly, we upload content related to the topics of retirement and overall wealth planning. Although our focus will be on financial topics, we will include other topics that impact management and the conservation of wealth, including:

Travel and Leisure
Health
Relationships
Hobbies
Volunteerism
Work

Shaun Humphries B. Admin, CFP®
Senior Financial Planning Advisor
Assante Capital Management Ltd.
00:00 Introduction
03:27 Canada Pension Plan
14:34 Theory of Knowledge
25:49 Tax Update
31:19 Market Update

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